Paraplanner
Harrogate, North Yorkshire
£35,000 - £45,000/annum
Posted 3 weeks ago
About the role
Paraplanner
Harrogate | Hybrid Working Available | £35 - £45k DOE
Are you an experienced Paraplanner looking to join a professional, supportive, and growing financial planning business?
We are seeking a technically strong and detail-oriented Paraplanner to support our clients team of Financial Advisers, helping to deliver high-quality client outcomes through accurate research, suitability reports, and compliant recommendations.
Based in beautiful Harrogate, they offer a collaborative culture, excellent benefits, and genuine long-term career opportunities.
The Role
You will be responsible for:
Preparing accurate suitability reports and client correspondence
Conducting technical and comparative research
Supporting advisers with client reviews and recommendations
Ensuring all work meets FCA and compliance standards
Managing multiple cases while maintaining high levels of accuracy
Liaising professionally with advisers, clients, and third parties
About You
You will ideally have:
Minimum 2 years’ paraplanning experience and/or be working towards the Diploma in Financial Services
Strong technical knowledge of financial products and regulations
Excellent analytical, organisational, and communication skills
A proactive approach and the ability to work both independently and as part of a team
Benefits
Competitive salary depending on experience
Hybrid working
Pension scheme
Private Medical Cash Plan
Death in Service benefit
25 days holiday plus bank holidays
Your birthday off
If you are looking to join a business that values professionalism, teamwork, and career development, we would love to hear from you.
Send your CV or contact if you require more information to Louise Sparkes – Unity Resourcing
About this listing
Screened by Joboru
This role passed our automated spam and quality filters and was active in our feed when last checked. Joboru is an aggregator — here is how we screen listings. If anything looks off, tell us.
Similar jobs you may like
Credit Controller
1 day agoHireful
Sales Ledger
1 day agoMillers Vanguard
Junior Accounts / Accounting Assistant - Purpose Led B Corp
1 day agoRecruitment Revolution
FP&A Analyst
1 day agoIQSA Services Limited
Commercial Finance Lead Revenue Management
1 day agoPilgrims Europe
Private Client Services Tax Director
1 day agoBDO
Accountant
1 day agoSpace 8 Recruitment
Female Partnership Recovery & Development Manager
1 day agoMissing Link
Recovery Coordinator
1 day agoHays